2023 Form 5500 filing — The Retirement Plan For The Team Members Of Cosi
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003113134NAL0005678963001) for The Retirement Plan For The Team Members Of Cosi, reported by Franklin County Historical Society Dba Cosi under EIN 31-4383802 and plan number 002. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003113134NAL0005678963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Franklin County Historical Society Dba Cosi
- EIN
- 31-4383802
- Plan number
- 002
- Location
- Columbus, OH
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,663,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,663,041
- Employer contributions
- $384,440
- Participant contributions
- $383,964
- Total income / additions
- $2,287,851
- Benefits paid
- $334,686
- Administrative expenses
- $23,739
- Total expenses
- $358,425
- Net increase / (decrease)
- $1,929,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Insurance | TRUST RECORDKEEPER | $23,739 | $0 |